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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,886 | $93,598-93.7% | $135,974-95.7% | $75,173-92.2% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.6pp | 67.2%+13.2pp |
| Annual return | 27.81% | 30.89%-3.1pp | 68.30%-40.5pp | 160.72%-132.9pp |
| Employer contribution / active EE | $1,203 | $3,538-66.0% | $4,859-75.2% | $2,671-54.9% |
| Participant deferral / active EE | $2,367 | $6,405-63.1% | $7,760-69.5% | $4,126-42.6% |
| Admin fee / account holder | $226 | $6,978-96.8% | $10,767-97.9% | $5,651-96.0% |